News Release

Mutual of Omaha Announces Second Year of Specialized 401k Coach® Programs Aimed at Helping Advisors More Effectively Grow Their Business

OMAHA, Neb., February 16, 2011 – Building on 2010’s success, Mutual of Omaha has again aligned with The 401k Coach® Program to offer exclusive, specially designed programs to retirement plan producers and advisors in select markets across the country.

Mutual of Omaha partnered with Charlie Epstein, founder of The 401k Coach® Program, to conduct six intensive, full-day “boot camp” training experiences in 2010. Several boot camps will be conducted in 2011. Events have been scheduled beginning February 17 through June 16 in Irvine, Calif.; Denver; Greenville, S.C.; Hartford, Conn.; Phoenix; Nashville, Tenn.; Baltimore; Omaha, Neb.; and Philadelphia. For additional information, boot camp dates and registration information, visit

Following the boot camp, retirement plans advisors and brokers will have access to a 12-month educational program, one-on-one support and consultation from Mutual of Omaha and access to The 401k Coach team for advice and support. This ongoing support helps advisors remain focused, while having access to current case studies, trends and sales strategies that help them grow their business no matter if they are new to the business or a seasoned veteran.

“Identified as one of the 300 Most Influential Retirement Plan Advisors in the U.S. by 401kWire, Epstein has a proven track record and won over many of my advisors with his enthusiasm and credibility,” said Jared VanGuilder, retirement products wholesaler with Retirement Marketing Solutions, Inc., a Mutual of Omaha subsidiary. “Many of the advisors in attendance have indicated that it has helped them grow their business.”

VanGuilder and other 2010 attendees have found value in The 401k Coach’s emphasis on marketing, branding and differentiating oneself in this highly competitive market. The resources and tools from The 401k Coach® Program such as The Retirement Plan Solution™, The 5500 and Beyond™ and The Wealth Care Manual™ have also been helpful as advisors continue to hone their business model.

Advisors who participate in the yearlong The 401k Coach program through Mutual of Omaha are provided with:

  • A clear understanding of their current strengths and the challenges they face
  • A repeatable marketing system for generating referrals, conducting exceptional first meetings and closing more sales
  • Increased confidence and technical expertise
  • The ability to escape from the “Commoditization Trap”

For more information about The 401k Coach® Program sponsored by Mutual of Omaha, visit

Mutual of Omaha is a full-service, multi-line organization providing insurance, banking and financial products for individuals, businesses and groups throughout the United States.